CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 8.14%
+334,333
2
$9.88M 6.75%
+46,895
3
$9.45M 6.46%
+326,834
4
$7.04M 4.82%
+38,573
5
$5.08M 3.47%
+13,581
6
$4.8M 3.28%
+22,021
7
$4.72M 3.23%
+29,415
8
$4.58M 3.13%
+47,205
9
$4.53M 3.1%
+9,452
10
$3.16M 2.16%
+36,456
11
$3.05M 2.09%
+80,940
12
$2.87M 1.96%
+132,867
13
$2.35M 1.61%
+24,434
14
$2.2M 1.51%
+44,610
15
$2.15M 1.47%
+62,960
16
$2.08M 1.42%
+40,946
17
$1.98M 1.35%
+65,910
18
$1.9M 1.3%
+45,217
19
$1.85M 1.27%
+48,312
20
$1.82M 1.25%
+51,865
21
$1.79M 1.22%
+27,938
22
$1.74M 1.19%
+34,362
23
$1.54M 1.06%
+1,815
24
$1.24M 0.85%
+45,814
25
$1.24M 0.85%
+44,730
1
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